We are live on ! Find out more
WSFG

Wall Street Financial Group Portfolio holdings

AUM $169M
1-Year Est. Return 31.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$2.98M
3 +$2.43M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.08M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.55M

Top Sells

1 +$3.01M
2 +$1.52M
3 +$741K
4
AVGO icon
Broadcom
AVGO
+$606K
5
MSFT icon
Microsoft
MSFT
+$591K

Sector Composition

1 Technology 20.09%
2 Financials 5.12%
3 Communication Services 4.93%
4 Industrials 4.56%
5 Healthcare 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ROL icon
601
Rollins
ROL
$22.7B
$908 ﹤0.01%
+17
ZBH icon
602
Zimmer Biomet
ZBH
$17.1B
$904 ﹤0.01%
+10
DECK icon
603
Deckers Outdoor
DECK
$15.8B
$901 ﹤0.01%
+9
MTN icon
604
Vail Resorts
MTN
$4.75B
$898 ﹤0.01%
+7
EL icon
605
Estee Lauder
EL
$32.4B
$861 ﹤0.01%
+12
MAA icon
606
Mid-America Apartment Communities
MAA
$16.2B
$855 ﹤0.01%
+7
TRMB icon
607
Trimble
TRMB
$11.8B
$848 ﹤0.01%
+13
RIO icon
608
Rio Tinto
RIO
$171B
$840 ﹤0.01%
+9
MRCY icon
609
Mercury Systems
MRCY
$7.22B
$802 ﹤0.01%
+11
LH icon
610
Labcorp
LH
$21.8B
$800 ﹤0.01%
+3
PNR icon
611
Pentair
PNR
$11.9B
$784 ﹤0.01%
+9
MKC icon
612
McCormick & Company Non-Voting
MKC
$13.2B
$757 ﹤0.01%
+15
WST icon
613
West Pharmaceutical
WST
$23.2B
$752 ﹤0.01%
+3
VRSN icon
614
VeriSign
VRSN
$25.5B
$745 ﹤0.01%
+3
GDDY icon
615
GoDaddy
GDDY
$10.1B
$744 ﹤0.01%
+9
MDB icon
616
MongoDB
MDB
$27.6B
$734 ﹤0.01%
+3
MT icon
617
ArcelorMittal
MT
$53.8B
$728 ﹤0.01%
+14
CATY icon
618
Cathay General Bancorp
CATY
$4.09B
$698 ﹤0.01%
+14
TYL icon
619
Tyler Technologies
TYL
$12.3B
$685 ﹤0.01%
+2
XIFR
620
XPLR Infrastructure LP
XIFR
$1.1B
$669 ﹤0.01%
+63
NWE icon
621
NorthWestern Energy
NWE
$4.37B
$659 ﹤0.01%
+10
TTD icon
622
Trade Desk
TTD
$9.06B
$658 ﹤0.01%
+29
DLTR icon
623
Dollar Tree
DLTR
$21.9B
$657 ﹤0.01%
+6
BKE icon
624
Buckle
BKE
$2.33B
$655 ﹤0.01%
+13
AVA icon
625
Avista
AVA
$3.51B
$642 ﹤0.01%
+16